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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys,

I'm looking for potential opportunities in the energy space where the line between clean and fossil, as well as energy vs utilities seems to blur more and more. Also there seems to be increasing suggestion that big oil is interest to move into this space with investment and engineering capital.
Are these corporations good opportunities and if so do they look to be positioned as underpriced for growth relative to the current frothy players like npi and bep?
Read Answer Asked by Peter on December 02, 2020
Q: What do you make of the failed financing that GSI just spent the last month working on?

The thing that leaves the worst impression to me is that they had a deadline to close by Dec. 1, and I doubt that talks broke down this afternoon - I am sure they knew for awhile if this would / wouldn't close. If they knew that they weren't going to meet the Dec. 1 deadline why wouldn't they announce it sooner?
Read Answer Asked by Jeff on December 02, 2020
Q: With the possibility of the capital gains exemption being reduced or maybe even eliminated I am considering selling a few high growth stocks in my non-registered account and buying them back the same day in a TFSA where I still have quite a bit of room to contribute. First of all is this allowable under the Revenue Canada taxation rules. Secondly could you comment on whether this is a reasonable strategy to follow. And thirdly how likely do you think the capital gains exemption will be reduced or eliminated over the next year or so. Thank you.
Read Answer Asked by Rob on December 02, 2020
Q: Hi Peter,
Can we buy options from registered account like TFSA or RRSP? If we buy from these account is there any restrictions or penalties?
Thank you,
KT
Read Answer Asked by kaushikbhai on December 02, 2020
Q: Good morning,

I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Read Answer Asked by Bob on December 02, 2020
Q: I own both BIPC and BEPC and have done very well thanks to your recommendations. You have indicated lately in some of your answers that BAM.A is very attractive at these prices. Is it too much Brookfield to take the profits in my two holdings and purchase BAM.A.

Thanks for your continued guidance throughout this turbulent year.

Dave.
Read Answer Asked by David on December 01, 2020
Q: I hold the above 7 stocks in my RRIF. I have to sell part of one of them soon.
Ignoring sector balance; I am concerned with maximizing long term growth whether it be capital gains, dividends or interest. So I would like to sell the one with the poorest prospects for gains over the next 2-3 years.
I should also note that my largest holding,NVDA, is over 7% of my entire investment holdings. This is a level where I would normally start to trim a bit but it has been on such a tear that I have been reluctant to trim it. And I note that you are still keen on it as a growth stock.
So I am comfortable to leave it alone if you agree.
Which would you suggest be sold?
Thank you
Read Answer Asked by Elliott on December 01, 2020
Q: Hi 5i Gang
I have a substantial amount of new cash to invest. It will represent approximately 38% of my portfolio once all invested. I only have room in my non registered accounts now as I have a RRIF and my TFSA (canadian and Us) are maxed out (except for the 6000 that we can add in January). I would like to use about half of this new money to start a US non registered account. I already have a 40% weight in US stocks (which will be a lot less once I add the new CASH.) I am in a low tax bracket presently as I am semi retired and have many write offs. WHAT DO I NEED TO BE AWARE OF with US stocks held in a US non registered account.? Or can you lead me some good articles please.
Thank you as always for keeping me on track.
Read Answer Asked by El-ann on December 01, 2020
Q: Good evening to you all - Thanks to 5i, I loaded up on BPEC eighteen months ago and now have a utility bulge in my portfolio that needs trimming. I am only underweight in "energy" and herein lies my problem. Energy in Canada seems to mean non renewables like our wonderful SU, Canadian Natural Resources and TOU. Is not BEPC an energy company as well as a utility? If say half it's valuation is in production, then could that be construed as energy sector allocation for my purposes and I don't have to sell, just mentally reallocate? Or, is this just mental gymnastics on my part and I should just sell to reduce, pay my taxes ( i'm out of losses, hopefully forever), and invest the proceeds in a normal energy company to satisfy my portfolio analytics?
Many thanks

al
Read Answer Asked by alex on December 01, 2020
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